eMoney APIConnect eMoney without building on its API
eMoney has a REST API. You sign up on eMoney's developer portal, then contact eMoney for access to a paid API package. Authentication is certificate-based: an X.509 certificate from a trusted authority, exchanged for tokens. If you're reading the docs because you need eMoney to talk to the rest of your stack, Caddi does that without you writing or maintaining integration code: you show it the job once, and it runs it across eMoney and your other tools.
- APIREST (JSON)
- AuthX.509 certificate + OAuth 2.0
- AccessApproval + paid package
What the eMoney API gives you
- Type
- REST (JSON)
- Authentication
- X.509 certificate + OAuth 2.0
- Who can get access
- You sign up on eMoney's developer portal, then contact eMoney for access to a paid API package. Authentication is certificate-based: an X.509 certificate from a trusted authority, exchanged for tokens.
- What it covers
- Clients, people, tasks and alerts, assets, liabilities, income, expenses, insurance and planning data, Vault files, and premium projections such as cash flow and Monte Carlo.
- Limits
- 60 concurrent calls, and 250 calls per hour on the Monte Carlo endpoints.
Official docs: developer.emoneyadvisor.com. Checked September 2026. Vendors change access terms, so confirm with eMoney before you build.
Building on the eMoney API vs. having Caddi run it
| The job | Build it on the API | With Caddi |
|---|---|---|
| Getting access | Register an app, get eMoney credentials, and manage tokens and refreshes. | Connect your eMoney account once. Caddi holds the connection. |
| Writing the integration | A developer maps fields, handles pagination, retries and rate limits, and writes the sync. | You show Caddi the eMoney task the way you'd train a new hire. It writes verified code for it. |
| Steps the API doesn't cover | Screens with no endpoint stay manual, or need a separate RPA tool. | Caddi uses a secure, audited browser session where there's no API, in the same automation. |
| The other systems in the loop | Each extra tool is another API, another set of credentials, another integration to own. | One automation runs across all the tools the job touches. |
| Keeping it running | Someone owns the code when the API version, fields or your process change. | Every automation is reviewed before it runs in production, and every run is logged. |
Building on the API is the right call when you have engineers and the integration is your product. When the goal is getting eMoney work off someone's desk, the build is the slow part.
What teams usually want the eMoney API for
Annual review prep packet
Caddi gathers updated client facts from the CRM and custodian, refreshes eMoney inputs, generates the review packet, and files it for the advisor.
Client fact-update sync
When a client returns an updated fact form, Caddi parses it, updates eMoney and the CRM, and routes any new beneficiary or address change for compliance review.
Deliverable archiving
Caddi watches for newly generated plan PDFs, applies the firm's metadata, files them in the household record, and updates the related CRM task.
eMoney API questions
Does eMoney have an API?
Yes. eMoney has a REST API, authenticated with X.509 certificate + OAuth 2.0. The official documentation is at https://developer.emoneyadvisor.com/.
How do I get access to the eMoney API?
You sign up on eMoney's developer portal, then contact eMoney for access to a paid API package. Authentication is certificate-based: an X.509 certificate from a trusted authority, exchanged for tokens.
Does the eMoney API have rate limits?
60 concurrent calls, and 250 calls per hour on the Monte Carlo endpoints.
Can I connect eMoney to my other tools without writing code against its API?
Yes. With Caddi you show the eMoney task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across eMoney and the other tools the job touches. Where a step has no API, Caddi uses a secure, audited browser session in the same automation.
Do I need a developer to automate eMoney with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for eMoney is reviewed before it runs in production, and every run is logged.
Connect eMoney without the build.
Drop your work email and pick a time. We'll show you Caddi running your eMoney workflow end to end.